Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q4
Sell
-296,901
Closed -$1.55M 277
2023
Q3
$1.55M Buy
+296,901
New +$1.55M 0.05% 145
2022
Q1
Sell
-150,045
Closed -$5.1M 284
2021
Q4
$5.1M Buy
+150,045
New +$5.1M 0.28% 70
2019
Q1
Sell
-46,134
Closed -$5.73M 194
2018
Q4
$5.73M Buy
+46,134
New +$5.73M 0.44% 37